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How an ex-University of Chicago endowment chief is teaming up with a $4-billion AUM RIA to go after $500-million institutional accounts

Sharing resources with the Presidio Group, Peter Stein will lead a charge to provide customized outsourced CIO services to small and midsize foundations and endowments

Author Kelly O'Mara April 27, 2012 at 6:10 AM
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Peter Stein: We'll try to feel as close as possible to as if we're their internal investment team.

Jeff Spears

Jeff Spears

April 27, 2012 — 2:53 PM

Another major competitor in Presidio’s backyard is Makena Capital Management, the ex-Stanford Endowment team of 28 senior analysts and $16 billion in client assets.

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